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Maripau Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Maripau Wealth Management’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$455K Sell
2,077
-3,507
-63% -$735K 0.16% 105
2026
Q1 		$1.07M Sell
5,584
-228
-4% -$45.7K 0.47% 51
2025
Q4 		$1.15M Sell
5,812
-4,140
-42% -$813K 0.53% 45
2025
Q3 		$1.94M Sell
9,952
-3,542
-26% -$665K 0.97% 30
2025
Q2 		$2.47M Buy
13,494
+712
+6% +$123K 1.24% 19
2025
Q1 		$2.18M Sell
12,782
-4,867
-28% -$871K 1.25% 17
2024
Q4 		$3.14M Sell
17,649
-7,921
-31% -$1.44M 1.86% 13
2024
Q3 		$4.58M Sell
25,570
-1,791
-7% -$311K 3.97% 6
2024
Q2 		$4.67M Sell
27,361
-393
-1% -$64.5K 3.19% 5
2024
Q1 		$4.56M Sell
27,754
-2,619
-9% -$409K 3.42% 5
2023
Q4 		$4.47M Buy
30,373
+850
+3% +$118K 3.89% 4
2023
Q3 		$3.89M Sell
29,523
-5,055
-15% -$690K 3.58% 5
2023
Q2 		$4.66M Buy
34,578
+31,960
+1,221% +$4.07M 4.15% 4
2023
Q1 		$325K Buy
2,618
+645
+33% +$77.4K 0.34% 57
2022
Q4 		$230K Buy
1,973
+160
+9% +$18.1K 0.24% 74
2022
Q3 		$204K Buy
+1,813
New +$212K 0.22% 80

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Maripau Wealth Management's QUAL Position: Q2 2026 in Review

Maripau Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 63% in Q2 2026, selling an estimated $735K and leaving 2,077 shares worth $455K. The position accounts for 0.16% of the portfolio, ranked #105.

Maripau Wealth Management first reported a position in QUAL in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.67M in Q2 2024. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Maripau Wealth Management held 2,077 shares of iShares MSCI USA Quality Factor ETF worth $455K as of Q2 2026.
  • Maripau Wealth Management sold 3,507 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $735K.
  • iShares MSCI USA Quality Factor ETF made up 0.16% of Maripau Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Maripau Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2022 and has held it in 16 quarters since.
  • Maripau Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $4.67M in Q2 2024.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.